THE ROCKPORT WAY EMPLOYER PROGRAm

Help your team create a clearer financial future

Money stress follows people to work. It shows up as distraction, missed days, and big decisions made on guesswork. The Rockport Way Employer Program gives your employees a practical financial planning book, a lunch-and-learn, and simple tools to act on, at no cost to your company.

HOW DOES IT WORK?

THE PROGRAM

What your team gets

The Rockport
Way Book

Physical copies of The Rockport Way for your office, plus a PDF link every employee can use, including remote staff.

45-minute
Lunch & Learn

A Rockport advisor walks your team through the book’s two core ideas, Clarity and Commitment, with no product pitch.

Financial planning worksheets

Three practical take-home tools that help employees see where they stand and set real goals.

an optional 1:1 conversation

Any employee who wants a second set of eyes on their situation can book a private, no-pressure call on their own. Nothing is shared back with the you/the organization — everything is confidential between the employee and Rockport.

How it works

Pick a date. We schedule a lunch-and-learn that fits your team’s calendar, on-site or virtual. *On-site requests are dependent on office location.
We handle the rest. Rockport delivers the books, provides a short announcement you can send to staff, and runs the session.
Employees take it from there. Everyone leaves with the book and worksheets. Those who want more support reach out to us directly.

the value for employers

No cost. Books, materials, and the session are provided by Rockport.
No sales pressure. Nobody is contacted unless they ask to be.
Almost no lift for HR. One date on the calendar and one email to staff.
Useful at every career stage. The book speaks to early-career employees, mid-career professionals, and people nearing retirement.

The Book Behind Every Rockport Plan

The Rockport Way was written by Adam Stalnaker, CFP®, and reflects the planning philosophy Rockport uses with clients every day. Rockport serves individuals, families, business owners, executives, and veterans from offices in Cleveland and Youngstown.